Note: Only Admins have access to this feature.
The "Info" feature in Action Builder is a global feature, meaning that once custom fields are created, they can be enabled or disabled for different campaigns through "Campaign Customization." This structure is designed to standardize the data you collect, ensuring consistency.
By using shared fields and responses, you can easily generate precise lists for tasks and follow-ups. Standardized responses allow you to run queries and group entities (people) efficiently, helping you target specific people in your campaign.
Admins can access the "Info" menu by clicking the three dots in the top right corner of any page or through any campaign "Customize" tab.
Understanding Info Structure
Info is grouped by entity or connection and organized into three levels:
Category | Level | Description |
---|---|---|
Section | Top | Represents a collection of Fields grouped together. |
Field | Middle | Represents a specific data point or question within a Section. |
Response | Bottom | Represents the actual data/answer collected for each Field. |
Example:
Section: Volunteer Information – A grouping of all data related to volunteers.
- Field: Availability – What days the volunteer is available.
- Response: Weekdays – This volunteer is available on weekdays.
- Response: Weekends – This volunteer is also available on weekends.
- Field: Skills – The skills a volunteer brings to the campaign.
- Response: Canvassing – This volunteer can canvass.
- Response: Phone Banking – This volunteer can also phone bank.
Section: Donor Information – A grouping of all data related to donors.
- Field: Donation Frequency – How often the donor gives.
- Response: Monthly – This donor gives every month.
- Response: One-Time – Another donor made a one-time donation.
- Field: Donation Amount – The amount of money donated.
- Response: $100 – One donor gave $100.
- Response: $250 – Another donor gave $250.
1. Sections
Sections are the highest level in the Info hierarchy. They help you organize related Fields and Responses under one umbrella. This is especially helpful if your organization runs multiple campaigns simultaneously—each campaign can have its own Section to keep data organized and avoid confusion.
Benefits of Sections:
- Keep your data clean and organized by separating campaigns.
- Share Sections across campaigns, allowing for easy reuse and consistent data tracking.
2. Fields
Fields are the specific questions or data points you're collecting about people. When creating a Field, you can choose from several types, each designed to capture different information:
- Standard: A simple text field.
- Address: Used to associate a response with a specific address.
- Date: Assign a date to a response (e.g., "Scheduled 1:1" with a date attached).
- Number: Associate numerical data with a response (e.g., "Hourly Pay").
- Shift: Assign time zones and weekly shift schedules to entities.
- Notes: Add additional notes relevant to the response.
Field Permissions:
- Locked Fields: Can only be edited by Admins in the Field Administration menu.
- Unlocked Fields: Activists and organizers can add responses directly using the "Customize" tab.
You can also control how many responses each person can have for a Field:
- Single response: Limit the Field to one response per person.
- Multiple responses: Allow more than one response per person.
3. Responses
Responses are the actual data points or answers you collect for each individual person. For example, if the Field is "Hourly Pay," the Response could be "15 USD."
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